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Convergence is a data and analytics company that has created an unparalleled platform comprising public and proprietary data, analytical products and insights that penetrates deep into the operations and infrastructure of the universe of Asset Managers. • We ensure that Advisor Operating Risk is clear to Investors and Service Providers • We ensure that Service Providers understand the marketplace and the infrastructure of their clients, prospects and competitors • We augment the Allocator ODD process to highlight Advisor Non-Investment Risk and recommended action to mitigate • We work closely with Investors and PE firms to monitor Advisors and Service Providers that are investments or targets • We provide Predictive Analytics on Regulatory Event Risk – Vendor Fit – potential ‘bad actors’ to name a few We are the market leader in the following segments: Advisors, Service Providers, Institutional Investors – Pension and E&F, Private Equity Investors and Government Agencies.

Convergence Inc Questions

The Convergence Inc annual revenue was $10.7 million in 2026.

John Phinney is the Chairman and CEO of Convergence Inc.

38 people are employed at Convergence Inc.

The NAICS codes for Convergence Inc are [523, 52, 5231, 523110, 52311].

The SIC codes for Convergence Inc are [73, 737].

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